PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,308,471 $1.1B 0.6% -3,447,104 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 12,219,587 $1.09B 0.3% -150,513 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,919,373 $1.07B 0.08% -64,517 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,512,117 $761M 0.05% +27,929 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,039,347 $630M 0.14% -84,630 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,910,817 $618M 30.9% 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,413,967 $305M 0.1% -9,685 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,869,081 $257M 0.28% -45,551 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,685,951 $240M +146,301 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,450,812 $219M 0.24% +1,793 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,446,112 $219M +66,122 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,683,342 $151M 0.03% +102,499 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,618,578 $145M 0.03% -71,272 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,535,309 $137M 1.67% +141,452 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,423,698 $127M +1,263,143 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,419,531 $127M 0.6% -88,878 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,225,780 $111M 0.15% +2,861 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,179,935 $106M +214,352 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,117,448 $99.9M 0.18% +390,882 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,084,638 $97M 0.53% -12,097 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,071,220 $95.8M -37,262 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,030,545 $92.2M 0.12% -57,941 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,016,282 $90.9M 3.04% +121,594 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 990,996 $88.6M 5.98% +12,857 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 899,720 $80.5M 6.71% +12,494 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 872,577 $78M 5.85% +7,041 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 854,542 $76.4M 0.3% +89,591 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 841,295 $75.2M 10.15% +5,259 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 823,028 $73.6M 5.62% +384 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 818,325 $73.2M 10.12% -133 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 809,551 $72.4M 0.49% +24,284 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 762,520 $68.2M 0.13% +9,979 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 703,781 $62.9M 5.42% +4,003 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 661,828 $59.2M 13.15% -139,541 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 656,184 $58.7M 0.09% +97,804 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 635,438 $56.8M <0.01% +4,685 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 629,592 $56M 0.22% +3,082 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 623,346 $55.7M 10.64% -2,104 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 616,574 $55.1M 10% +1,234 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 578,140 $51.7M 5.14% -16,704 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 564,088 $50.4M 0.06% +192,442 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 559,505 $50M 15.19% +8,199 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 539,056 $48.2M 0.13% +65,222 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 523,234 $48.2M 11.98% +32,967 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 527,860 $47.2M 5.96% -1,241 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 526,556 $47.1M 0.17% -69,487 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 525,000 $47M 4.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. One Capital Management, LLC More: the full row for One Capital Management, LLC 516,715 $46.2M 1.4% -125,138 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 514,982 $46.1M 6.27% -27,593 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 509,361 $45.6M 0.45% -1,675 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 483,298 $43.2M 4.74% +13,744 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 480,055 $42.9M 0.04% +23,145 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 463,058 $41.4M 3.8% +26,752 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 459,321 $41.1M 0.9% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 411,617 $36.8M 0.21% -21,955 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 406,713 $36.4M 0.1% -6,157 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 395,778 $36M 6.89% +545 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 390,538 $34.9M 0.78% -7,829 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 388,064 $34.7M 14.5% 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 387,764 $34.7M 15.73% +6,030 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 383,590 $34.3M 0.39% +41,476 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 382,105 $34.2M 6.62% +10,974 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 368,494 $33M 7.74% +3,458 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 360,089 $32.2M 6.89% +21,080 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 351,189 $31.4M 0.36% -15,962 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 349,177 $31.2M 3.65% +7,327 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 335,726 $30M 0.04% -8,119 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 334,375 $29.9M 3.36% -7,456 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 332,723 $29.8M 0.05% +186,880 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 332,010 $29.7M 0.02% +30,258 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 328,838 $29.4M 1.06% +11,170 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 325,765 $29.1M 0.07% +19,201 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 325,552 $29.1M 12.55% +2,050 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 322,617 $28.9M 11.41% +897 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 309,567 $27.7M 0.5% +6,192 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 302,298 $27M 0.35% +16,271 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 298,442 $26.7M 8.14% -4,882 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 296,954 $26.6M 0.04% +11,100 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 286,416 $25.6M 0.29% -11,323 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 285,055 $25.5M 2.37% -5,354 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 272,438 $24.9M 6.95% -35,829 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 269,353 $24.1M 0.16% -7,631 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 262,661 $23.5M 16% -2,675 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 257,981 $23.1M 0.13% -15,602 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 255,977 $22.9M 1.92% +6,983 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 255,277 $22.8M 1.93% +41,283 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 246,661 $22.1M 0.05% +617 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 229,585 $20.5M 8.09% +213 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 228,203 $20.4M 0.13% -268 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 225,262 $20.1M 8.45% -5,962 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 223,840 $20M 0.92% +108,192 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 221,196 $19.8M 0.01% +1,213 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 217,684 $19.5M 0.01% -5,168 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 217,611 $19.5M 10.46% -1,189 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 211,870 $18.9M 8.66% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 207,234 $18.7M 0.71% +36,817 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 197,760 $17.7M 1.33% +3,109 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 197,401 $17.7M 1.22% +10,923 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 196,512 $17.6M 8.18% -4,190 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 193,134 $17.3M 2.26% +10,262 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 193,030 $17.3M 14.47% -694 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 192,709 $17.2M 0.3% -5,939 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 192,241 $17.2M 6.06% -1,255 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 190,551 $17M 1.44% +5,175 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 186,294 $16.7M 1.24% -12,135 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 182,150 $16.3M 0.31% +256 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 179,839 $16.1M 0.53% -4,267 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 175,790 $15.7M 0.55% +875 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 174,485 $15.6M 2.36% -2,698 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 173,373 $15.5M 6.53% +5,588 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 162,259 $14.5M 7.19% -189 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 157,379 $14.3M 10.82% -3,376 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 151,713 $13.6M 9.21% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 144,875 $13M 1.03% -8,582 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 142,420 $12.7M 6.13% +2,490 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 140,193 $12.5M 7.25% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 138,241 $12.4M 1.59% +5,500 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 134,539 $12M 1.07% +1,976 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 134,239 $12M 0.52% +3,241 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 131,814 $11.8M 8.95% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 129,972 $11.6M 0.73% -8,613 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 128,319 $11.5M 0.42% +1,447 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 124,693 $11.2M 0.47% -258,084 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 124,460 $11.1M 1.29% +9,851 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 124,199 $11.1M 6.9% -2,346 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 123,572 $11.1M 2.97% -4,241 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 123,047 $11M 1.16% +3,766 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 122,527 $11M 0.18% +15,576 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 122,241 $10.9M 0.09% -960 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 120,055 $10.7M 0.9% -1,393 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 119,239 $10.7M 0.21% +1,973 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 118,293 $10.6M 3.14% +880 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 116,319 $10.4M 0.34% -2,533 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 115,811 $10.4M 6.84% -145 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 115,256 $10.3M 4.58% -6,596 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 115,166 $10.3M 4.63% +533 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 114,583 $10.2M 0.48% +1,244 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 113,167 $10.1M 5.53% +4,552 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 112,047 $10M 0.06% -8,245 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 111,903 $10M 1.34% +2,109 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 111,605 $9.98M 6.85% +7,669 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 111,540 $9.98M 4.02% +2,383 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 105,593 $9.44M 0.06% +26,137 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 104,992 $9.39M 0.22% +5,799 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 103,759 $9.28M 0.07% +25,834 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 103,704 $9.27M 0.23% -1,813 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 102,479 $9.16M 0.12% +12,827 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 101,920 $9.11M 0.88% new 13F-HR/A Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 101,043 $9.04M 1.55% +3,981 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 99,859 $8.93M 3.79% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 97,071 $8.68M 0.73% +5,370 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 97,038 $8.68M 0.39% -794 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 93,094 $8.33M 1.57% +5,414 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 91,758 $8.21M 0.09% +90,075 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 90,259 $8.07M 0.9% +17,509 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 89,487 $8M 5.92% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 89,342 $7.99M 0.01% +4,088 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 86,069 $7.7M 0.04% +4,974 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 85,290 $7.63M 0.47% -1,825 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 84,880 $7.59M 3.71% +1,899 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 84,452 $7.56M 0.12% -707 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 84,208 $7.53M 5.52% +4,897 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 83,048 $7.43M 0.75% +1,416 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 81,940 $7.33M 0.15% +12,220 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 80,848 $7.23M 0.09% +5,028 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 80,847 $7.23M 4.55% +3,822 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 80,564 $7.2M 2.1% +7,112 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 80,551 $7.2M 0.01% -3,487 13F-HR/A Timeline Group Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 76,507 $7.04M 7.3% 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 77,195 $6.9M 2.2% -7,991 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 77,047 $6.89M 3.37% +42,594 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 74,574 $6.67M 0.05% +262 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 74,172 $6.63M 0.01% +2,855 13F-HR Timeline Group White Pine Investment CO More: the full row for White Pine Investment CO 71,846 $6.42M 1.51% +298 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 71,842 $6.42M 3.55% +903 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 68,605 $6.14M 0.3% +2,291 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 68,317 $6.11M 3.79% +4 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 65,189 $5.94M 1.33% -43,932 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 66,279 $5.93M 0.42% +7,182 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 63,308 $5.66M 0.08% +2,319 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 62,912 $5.63M 2.39% -72,124 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 62,813 $5.62M 0.82% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 62,632 $5.6M 0.08% +1,218 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 59,444 $5.56M 1.16% -3,683 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 60,929 $5.45M 0.34% +2,414 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 60,769 $5.43M 1.64% -6,037 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 60,573 $5.4M 0.13% +381 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 59,260 $5.3M 0.58% -199,172 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 58,672 $5.25M 0.39% -4,151 13F-HR Timeline Ausdal Financial Partners, Inc. 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